2. Data File Import / Export
Theresa Rodriguez

3. Agenda File Update Setup File Update Data Import and Report
File Update Data Import and Update
Data Extraction Maintenance
Data Extraction Process

4. File Update Setup

5. File Update Setup For example.
I have a saved CSV file that I would like to import into Prelude.
I want to update the Customer file with the following fields.
Also, note the name of my Csv file……CUSTOMER.LIST.CSV

6. File Update Setup
File Format Name: This is a user defined name. You can name this anything thing you wish. I am naming this update CUST.REP.AR.UPD
Description: Provide a description that readily identifies this file update for future reference.
Database File Name: Which file in the system are you updating. This was previously restricted to CUSTOMER only. Enter the name of the file to be updated.
******click mouse to display next screen showing all file’s that can now be used.
-CUSTOMER
-EMG RSN.CODE
-HOLD-AREA
-SALESMAN
-SHIP-TO
-SHIP-VIA
-VEND

7. File Update Setup
Enter the separator on this file used for import. Valid options are TAB, CSV,
PIPE, or FIXED. (F3)
What kind of file are you using to import this data. As you recall mine was a CSV file.

8. File Update Setup
Where does data start on your CSV file? If CSV or TXT file, what row does data start? If text
headers, you want to remove them or designate what row the actual data begins.
Let’s take a look at my saved file again to see how I came up with Data Start Position of 2.

9. File Update Setup
My data begins on ROW 2

10. File Update Setup
Enter position where the key is stored in dataset. If multi part key, enter the
fields separated by comma. For Ex: 1,2 is key fields are in field 1 and 2.

11. /FLI - File Layouts
Enter position where the key is stored in dataset. If multi part key, enter the
fields separated by comma. For Ex: 1,2 is key fields are in field 1 and 2.

12. File Update Setup
My data begins on ROW 2

13. File Update Setup
Enter 'Y' if the data used for the key field should be zero filled for a
consistent length. For Ex., customer number is 6 or 8 characters in length.
Enter the number of characters in length the key field should contain. For Ex:
enter 6 if your customer numbers are to be 6 characters in length.
Enter 'Y' to create new records for data content not found on the system

14. File Update Setup – F5 Define Layout
If Fixed length then enter the starting position within dataset. If field
delimited, then enter field number or return to advance automatically.
Enter the dictionary item which this field from the .CSV file will update.
Enter format of the data within the received dataset
Enter a Number Representing The Number Of Decimal Places Stored On The
Field In Question. If The Number For This Field Has The Decimal Place
Already Set Then Place A Period In Front Of The Number. (ie Would
Have A 3 Entered If It Is Supposed To Be To Specify That This
Field Is A Date Enter 'D'.
Enter 'Y' to override field with data. If multi-valued field, you can also enter
'B' to insert at beginning or 'E' to insert at end to add to existing data.
Enter 'Y' to convert data imported to upper case or enter 'N' not convert to
upper case. (F3)
Does the value in the spreadsheet need to be zero filled to certain length? If so
then enter the consistent length of this field to be zero filled if needed.

15. File Update Data Import and Report

16. File Update Data Import and Report
F3 and search. This will fill in the first two prompts.

17. File Update Data Import and Report
Search for file format name that you previously set up.

18. File Update Data Import and Report
'A' to display all records from
data source
'E' to display only records
that are found on file
'N' to display only records that are not found
on file.
Number of records: 20 is a good sampling.
What do you want to display on your sampling?

19. File Update Data Import and Report
Sampling Report to check import work.

20. File Update Data Import And Update

21. File Update Data Import And Update
Very much like the previous step

22. File Update Data Import And Update

23. Customer Maintenance Audit Report
Work is audited for this Utility.

24. Take Precautions When Importing
Make sure you have a good backup
Perform on your TEST account first
Review the data import report before updating
Review a good sample of items, at least 20
Data corrections can be costly!
WARNINGS!!!!!!

25. Data Extraction Maintenance

26. Data Extraction Maintenance
Enter a data extract name or id that will reference this configuration. (User defined)
Give it a description. User defined
Database File name: From which file are you pulling data.
Enter the name of the file generated by this extraction routine.
(no spaces) In other words , what do you want to name the file you are creating.

27. Data Extraction Maintenance
You can either F5 load, which will load the first 60 dictionaries or you can simply type in the attributes.

28. Data Extraction Maintenance
Or simply type them in.

29. Data Extraction Process

30. Data Extraction Process
Enter the extraction ID that represents
the configuration of data to extract.
Enter the delimiter to use (TAB, PIPE
or CSV) to build the data extraction.
or Unix directory. One or the other.
Unix?
Enter a save-list name for previous ( or use the modify key)
selection of data records to perform
the data extraction. If you leave this
blank, the utility will select the file
based on further criteria you can add
using the F5-Modify.

31. Data Extraction Process

32. Data Extraction Process
I am going to modify this select to only select customers with state = “T”

33. Data Extraction Process

34. Data Extraction E-mail

35. Data Extraction CSV File

36. Features of Data Extraction
Modify it! Schedule it! it!
WARNINGS!!!!!!

37. Q&A